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Monday, June 5 • 8:00am - 10:00am
(323) Document Output Management and Managing Forms Templates (Video available)

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IDM Output Management allows an administrator to create Form Templates that can be used with Forms Printing from CSD. This session will cover creating Forms Templates, utilizing the Microsoft Word add-in, and uploading to IDM for Forms Printing.

• Know what you need to start editing forms
• Know how to change your CSD AO options for IDM
• Make basic edits and upload and save your new templates for use in CSD
Speakers
avatar for Roger Realsen

Roger Realsen

Sr. Technologist, Tridex Systems
Roger Realsen is a 30-year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer in 1993 where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business Consultant and... Read More →

Monday June 5, 2023 8:00am - 10:00am PDT
Sinatra 11
  Infor CSD, Technical, Document Management |   Infor SX.enterprise, Technical, Document Management

Attendees (37)